Optima Capital’s Victory Capital Holdings VCTR Stock Holding History

Optima Capital’s Portfolio VCTR Stock Details VCTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-9	Closed	-$568	–	1249
2025 Q4	$568	Buy	+9	New	+$573	﹤0.01%	1128

Other funds holding VCTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CPI

Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Optima Capital's VCTR Position: Q1 2026 in Review

Optima Capital sold out of Victory Capital Holdings (VCTR) in Q1 2026, closing a stake of 9 shares — an estimated $568 sold.

Optima Capital first reported a position in VCTR in Q4 2025 and held it in 1 quarter. The position peaked at $568 in Q4 2025. 326 funds tracked by Wall St. Rank hold VCTR as of Q1 2026.

Optima Capital reported no remaining Victory Capital Holdings position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 9 Victory Capital Holdings shares in Q1 2026, an estimated $568.
Optima Capital first reported a position in Victory Capital Holdings in Q4 2025 and held it in 1 quarter.
Optima Capital's Victory Capital Holdings position peaked at $568 in Q4 2025.
326 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.